Who We Work With

Financial Guidance through All of Life’s Stages

Some advisors specialize in working with clients who are getting ready to retire. Others will only work with clients who’ve already accumulated a certain amount of wealth. But at KOHR Financial, our goal is to help as many people as possible to reach their financial objectives—no matter where you’re starting from or what stage of life you’re in.

Are you a newlywed looking to build a nest egg, purchase a home, and save for your kids’ education? We can help you find the best way to save and invest your income to get you to all of these different financial objectives over the course of your career and your lifetime. Are you nearing retirement and want to ensure the wealth you’ve accumulated can support you throughout your retirement years? We’ll help you to manage your wealth to provide you with a reliable source of income every month while also protecting the estate you want to leave behind.

Architects for Your Financial Future

Architects for Your Financial Future

We believe in becoming long-term partners in helping our clients build a stable financial plan. That goes far beyond the initial planning stages. We think of ourselves as financial architects for our clients, and that’s a commitment we take seriously.

We design the concept for your holistic financial plan based on your objectives and circumstances. Once you’ve approved the design, we determine what resources we’ll need to “engineer” that plan and bring it to life. And finally, we’ll work to implement your plan with the right accounts and products.

From start to finish, we’re at your side, helping to build the vision and start you on the path to the future you’ve been dreaming of. And once your plan has been implemented, we continue to reassess and adjust it as needed to ensure your financial strategy keeps you on the right course throughout all of life’s changes.

While we work with all manner of individuals from all walks of life, our goal is to work with those who desire and value this long-term, ongoing partnership. Contact us today, and let’s discuss how we can help you build a better financial future.